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Nuveen ESG Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBA
76
Richard Bernstein Advisors
New York
$244K +$268K +7,952 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$234K +$52.5K +1,561 +26%
SFO
78
Stokes Family Office
Louisiana
$220K
KAS
79
Kestra Advisory Services
Texas
$215K +$237K +7,035 New
LSPW
80
Lake Street Private Wealth
Illinois
$214K
BFA
81
Bragg Financial Advisors
North Carolina
$201K +$10.9K +324 +5%
HWA
82
Heritage Wealth Advisors
Virginia
$171K +$106K +3,161 +130%
RG
83
Retirement Group
California
$83K
PA
84
Parallel Advisors
California
$73K
US Bancorp
85
US Bancorp
Minnesota
$66K +$17.2K +512 +31%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$64K
Bessemer Group
87
Bessemer Group
New Jersey
$53K
SPIA
88
Steward Partners Investment Advisory
New York
$46K -$167K -4,971 -77%
CCM
89
Covington Capital Management
California
$28K +$12.6K +375 +71%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$21K +$17K +506 +269%
Citigroup
91
Citigroup
New York
$15K
GWM
92
Geneos Wealth Management
Colorado
$15K
IWP
93
IAG Wealth Partners
Wisconsin
$13K
AF
94
Advisornet Financial
Minnesota
$11K
GRP
95
Global Retirement Partners
California
$9K +$1.75K +52 +22%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$1.62K +48 +91%
Jane Street
97
Jane Street
New York
-$459K -12,757 Closed
AAS
98
Avantax Advisory Services
Texas
-$297K -8,219 Closed
CWM
99
Chicago Wealth Management
Illinois
-$256K -7,101 Closed
EWA
100
ERTS Wealth Advisors
Michigan
-$216K -5,992 Closed